I was just wondering about how can this dispute can affect the overall chip market worldwide. Small companies can grab this opportunity to scale with big players like $NVDA (-0,9%) or $TSM (+1,52%) with this export ban, or they will collapse due to internal competition?

Small caps like $ALMU that are specialists on this kind of products will catch the momentum or they will be thrown around to catch some big opportunity in the market?

what are your thoughts on this?